Steven Van Metre
Steven Van Metre is a notable financial planner, portfolio manager, and President of Steven Van Metre Financial, which specializes in retirement income strategies and the direct management of client assets. Steven is an educator and influencer in the macro investing world with more than 20 years of experience in the financial services industry, including the design and management of macro strategies. He has coached many people through to a completely successful retirement, sought by peers for advice, and conducts webinars to educate other advisors on annuities and real-world expectations from them. In addition to managing portfolios, Steven is also one of the top annuity agents in the United States, and an Investment Advisory Representative at Atlas Financial Advisors. He invented Portfolio Shield™, a long U.S.-equity strategy with a hedging mechanism to control risk during volatile and Bear markets.
EXPERTISE & APPROACH
He is the Co-Founder of Markets Insider Pro, compiling a daily report with potential opportunities along with his hottest picks.
His retirement approach utilizes a sophisticated income planning spreadsheet that considers the client’s current age, retirement age, future sources of income, inflation, and simulations under various historical stock market conditions.
His approach to utilize annuities as part of income planning helps clients find the right annuities with the highest contractual guarantees to lock-in retirement income for life.
More than 230,000 fans across the globe follow his YouTube show to hear Steven’s thoughts on the global economy, monetary policy, and the markets.
PORTFOLIO SHIELD™
Portfolio Shield™ is a long equity macro strategy that is based on the monetary system and the credit cycles.
The strategy is designed to allocate itself to the S&P 500® and the Nasdaq-100.
When the equity markets slow down or start to correct, the portfolio reduces its equity exposure by adding a long-term U.S. Treasury fund to the allocation.
MEDIA & PUBLICATIONS
His insightful advice has been featured in print and on local radio and television.
He is regularly featured on Real Vision as well as numerous other financial shows and podcasts.